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Technology Stocks : All About Sun Microsystems -- Ignore unavailable to you. Want to Upgrade?

To: cheryl williamson who wrote (46162)	11/2/2001 4:45:11 PM
From: brian z	Read Replies (2) \| Respond to of 64865

I felt sorry for Mcnealy when I saw him on CNBC. Oh, poor crying baby...loser!

To: cheryl williamson who wrote (46162)	11/2/2001 10:07:36 PM
From: QwikSand	Read Replies (2) \| Respond to of 64865

Hi Cheryl: I'm assuming you are limiting your analysis to the home-desktop market and the office market, where Windows is still king. M$FT has been so ineffective in the server market there is no way they can be a contender with Solaris. I don't think even BG takes that market seriously anymore. And there is equally no place there for Linux either. I see IBM (AIX) and Sun (Solaris). Actually, I wasn't limiting it. You are right about Sun and others having gotten by with the not-fastest hardware for a long time. Nonetheless, I think Itanium will begin to make inroads on that if it turns out to be real (still not settled but leaning more Intel's way) just because the price/performance difference will start to become too compelling. This is iffy, because Microsoft, Intel and Sun (and IBM) have all done their share of fumbling...the whole computer business is something akin to an ass-kicking contest that only accepts one-legged entrants. But based on recent execution history, the government's abdication of its responsibility, and the relative positions of the companies in the current economy, the commodity advantage on Wintel machines could well extend up to let's say 32-way Itanium boxes within 4-5 years. If Sun is squeezed into the high-end only, that's SGI-bad. I suspect M$FT is counting on it. The Linux discussion is a separate long discussion, I think it will continue to grow, I don't think it's accurate to say there's no place for it in enterprise IT at all. Unfortunately, I'm not familiar with C# or .NET, so I'm not sure what they compete with @Sun. Doesn't Sun have a head-start w/Java? Robert Cringley is not a habitual M$FT booster, on the contrary he's a technical journalist of some integrity. Observe what he says on that point. pbs.org Java had an enormous head start that Sun simply frittered away. Now Java just plain feels old. You may agree or disagree, but now that M$FT is out of the woods legally (believe me those 3 government oversight "experts" in Redmond are going to be strictly playing their free copies of Flight Simulator), they can use all their muscle and gangster habits to ensure that C# is widely adopted. They do have a way of getting things right the 3rd time, they have the cash to outspend Sun 10-1 on R&D, and now they have a Federal indulgence to incorporate whatever illegal arm-twisting they want in their C# "campaigns". If Cringely is even partly right, Java has a problem. I don't think it has sunk in for a lot of people that as far as the government and the law are concerned, M$FT is no longer a company that has illegally abused a monopoly. The court findings have been completely tossed out by the DOJ. Microsoft settled without admitting guilt. They are guilty of nothing. They have a clean record. The bad guys won. The ramifications are pervasive. --QS